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ICHR vs MSFT

ICHR
Ichor Holdings, Ltd.
BEARISH
Price
$57.50
Market Cap
$2.0B
Sector
Technology
AI Confidence
85%
MSFT
Microsoft Corporation
BULLISH
Price
$374.33
Market Cap
$2.78T
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
ICHR
--
MSFT
23.42
Forward P/E
ICHR
26.16
MSFT
19.86
P/B Ratio
ICHR
2.98
MSFT
7.11
P/S Ratio
ICHR
2.11
MSFT
9.11
EV/EBITDA
ICHR
83.24
MSFT
16.05

Profitability

Gross Margin
ICHR
11.86%
MSFT
68.59%
Operating Margin
ICHR
-2.77%
MSFT
47.09%
Profit Margin
ICHR
-5.57%
MSFT
39.04%
ROE
ICHR
-7.75%
MSFT
34.39%
ROA
ICHR
-0.46%
MSFT
14.86%

Growth

Revenue Growth
ICHR
-4.2%
MSFT
16.7%
Earnings Growth
ICHR
--
MSFT
59.8%

Financial Health

Debt/Equity
ICHR
0.24
MSFT
0.32
Current Ratio
ICHR
3.17
MSFT
1.39
Quick Ratio
ICHR
1.3
MSFT
1.24

Dividends

Dividend Yield
ICHR
--
MSFT
0.97%
Payout Ratio
ICHR
0.0%
MSFT
21.28%

AI Verdict

ICHR BEARISH

Despite a strong Piotroski F-Score of 7/9 indicating solid short-term financial health and liquidity, ICHR exhibits a dangerous decoupling between its stock price and fundamental performance. The company is experiencing severe earnings contraction (-87.5% YoY) and negative revenue growth, yet the stock is trading near its 52-week high after a 207% one-year rally. This divergence, coupled with aggressive insider selling by the CEO, CFO, and COO, suggests the current valuation is speculative and unsustainable.

Strengths
Strong Piotroski F-Score (7/9) indicating operational health
Very low Debt/Equity ratio (0.24) showing minimal leverage risk
Excellent liquidity with a Current Ratio of 3.17
Risks
Severe EPS collapse (-87.5% YoY) and negative profit margins
Negative revenue growth (-4.2% YoY) indicating market share or demand loss
Heavy insider selling across the entire C-suite (CEO, CFO, COO)
MSFT BULLISH

Microsoft exhibits strong fundamental health with a Piotroski F-Score of 7/9, indicating robust financial stability. While the stock is currently experiencing a severe technical downtrend (0/100) and significant 6-month price depreciation (-28.6%), the current price of $374.33 sits well below the growth-based intrinsic value of $471.41 and the analyst target of $587.31. Exceptional earnings growth (59.8% YoY) and high operating margins (47.09%) suggest that the current price correction presents a value opportunity despite bearish insider sentiment.

Strengths
Strong financial health evidenced by a Piotroski F-Score of 7/9
Exceptional profitability with a 39.04% profit margin and 47.09% operating margin
Robust earnings growth (59.8% YoY) and consistent history of beating estimates
Risks
Severe short-term technical bearishness (0/100 trend score)
Bearish insider activity with $32.64M in net sales over the last 6 months
High Price-to-Book ratio (7.11) indicating a premium over book value

Compare Another Pair

ICHR vs MSFT: Head-to-Head Comparison

This page compares Ichor Holdings, Ltd. (ICHR) and Microsoft Corporation (MSFT) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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